Name: 帕爾默-盧基能否重塑美國國防工業？| 華爾街日報 (Can Palmer Luckey Reinvent the U.S. Defense Industry? | WSJ)
Uploaded: 2025-10-14T08:10:23.000Z
Duration: 7 min 44 s

In November, the defense startup Anduril Industries released its latest autonomous weapons systems, Roadrunner and Roadrunner M.

在十一月，國防新創公司 Anduril Industries 發布了他們最新的 autonomous weapons systems，Roadrunner 和 Roadrunner M。

The Roadrunners join Anduril's suite of AI powered unmanned products that are shaking up the defense industry.

Roadrunners 加入了 Anduril 一系列由 AI 驅動的 unmanned products，正在撼動 defense industry。

分詞構句

Since it was launched in 2017, Anduril has found success as a Defense Department contractor, selling autonomous vehicles and the software that powers them.

自 2017 年成立以來，Anduril 作為 Defense Department 的 contractor 取得了成功，銷售 autonomous vehicles 和驅動它們的 software。

Today, the startup's technology is being used across multiple branches of the U.S.

如今，這家新創公司的技術正被應用於美國軍隊的多個分支。

military and in both the Ukraine, Russia and Israel Gaza conflicts.

以及烏克蘭、俄羅斯和以色列加薩衝突中。

The company was recently valued at $8.48 billion.

這家公司最近的估值達到了 84.8 億美元。

Anduril was created to help build a new type of military to meet the demands of a changing battlefield.

Anduril 的創立是為了幫助建立一種新型軍隊，以應對不斷變化的戰場需求。

We are in a position where over the last decades, we have built the wrong things.

我們現在處於一個這樣的境地，過去幾十年來，我們建造了錯誤的東西。

We need a different kind of US Military and a different approach to military power.

我們需要一種不同的美軍，以及一種不同的軍事力量方法。

Anduril, I think, is a healthy revolution for the defense and industry.

我認為 Anduril 是 defense 和 industry 的一場健康的 revolution。

It's an unmanned combat aircraft that is able to work in collaboration with manned fighters, with other manned aircraft, to hugely push out the range that we can engage targets at without putting people at risk.

這是一款無人戰鬥機，能夠與有人戰鬥機、其他有人飛機協同作戰，大幅擴展我們在不危及人員的情況下攻擊目標的範圍。

That's kind of one of the coolest things about autonomous systems.

這大概是 autonomous systems 最酷的一點。

Not necessarily the fact that they can think faster or do better than a person, but

不一定是它們能比人思考得更快或做得更好，而是

they can also just throw away their lives.

Anduril's founder, Palmer Luckey, is among the more polarizing figures in the tech industry.

Anduril 的創辦人 Palmer Luckey 是科技界比較具爭議性的人物之一。

My name is Palmer Luckey and I'm a virtual reality enthusiast and the designer of the Rift.

我是 Palmer Luckey，一位虛擬實境愛好者，也是 Rift 的設計師。

Luckey first found success when his virtual reality company, Oculus, was acquired by Facebook for more than $2 billion.

Luckey 最初的成功來自於他的虛擬實境公司 Oculus 被 Facebook 以超過 20 億美元收購。

But in 2017, Lucky was ousted from Facebook after a tumultuous tenure.

但在 2017 年，Luckey 在經歷一段動盪時期後被 Facebook 開除。

Let me just show you very quickly what our software looks like.

我就快速給大家看看我們的 software 長什麼樣子。

這就是我們所想的其中一個例子。

The foundation of Anduril is Lattice, a software platform that serves as a command center of sorts, of allowing a single human operator to control and coordinate multiple autonomous robots, be they a drone, a sub, or a mobile sentry.

Anduril 的基礎是 Lattice，一個軟體平臺，可以說是個指揮中心，讓單一人類操作員能夠控制和協調多個自主機器人，無論是無人機、潛水器，還是地面巡邏車。

What you're going to see at the bottom is essentially all the different assets that are a part of the team.

你在下方看到的是組成團隊的各種不同資產。

And then you're going to see a graphical display that looks very similar to a lot of the software that we might use in everyday life.

然後你會看到一個圖形顯示，看起來很像我們日常生活中可能會使用的許多軟體。

Where there's a map in the background, you're going to see multiple vehicles on that software.

在背景中有地圖，你會在軟體上看到多輛載具。

And each of them, you kind of know what role they're playing.

你大概會知道它們各自扮演什麼角色。

Engineers are designing our software, much like the people who design the kinds of software that goes on our cell phones or on an iPad.

工程師正在設計我們的軟體，就像設計我們手機或 iPad 上使用的軟體一樣。

It's meant to be very, very user friendly, hardware focused.

它的設計宗旨是極度、極度使用者友善，著重硬體。

Defense companies, that hasn't been the approach.

對國防公司來說，這一直都不是他們的方法。

The whole contract mechanism is set up to buy things.

整個採購機制就是為了買東西而設立的。

And just now I think generationally, culturally, they're starting to catch up to the idea that a software package can be just as powerful as the thing that it comes in.

我認為在世代、文化上，他們終於開始接受軟體套件可以跟載體本身一樣強大這個想法了。

But Anduril's tech isn't the only thing that sets it apart.

但 Anduril 的技術並非唯一與眾不同之處。

The startup is also pursuing a business model that borrows a lot of inspiration from the tech world.

這家新創公司也採取了許多從科技界汲取靈感的商業模式。

The way that the traditional defense, really large defense companies are set up, when they take risk, the market actually frowns upon that risk being taken.

傳統國防、大型國防公司的運作方式是，當他們冒險時，市場其實不太贊成這種冒險行為。

We are designed completely differently as a company.

我們公司的設計是完全不同的。

We are designed like a high tech company.

我們是按照高科技公司的模式來設計的。

The set of investors that we have and ultimately, hopefully when we're a public company, it is expected that we take risk on.

我們擁有的投資人，最終，希望我們成為上市公司時，大家預期我們會承擔風險。

Anduril says it's taking bigger risks because it's betting that the way we fight wars is changing rapidly.

Anduril 表示，他們正在承擔更大的風險，因為他們押注戰爭的打法正在快速改變。

What we're dealing with right now is a disruption created by technology, created by the threats that we're facing.

我們現在處理的是科技所造成的顛覆，以及我們所面臨的威脅所造成的顛覆。

Anduril's chief strategy officer, Christian Broz, likens this alternative to the Moneyball system described in Michael Lewis book of the same name.

Anduril 的首席策略長 Christian Broz 將這種替代方法比喻為麥可路易斯同名書籍中描述的「魔球」系統。

You guys are talking the same old nonsense.

We got to think differently in Moneyball.

我們必須在「魔球」中進行不同的思考。

The Oakland A's attempt to put together a baseball club on a budget by employing computer generated analysis to draft its players, similar to baseball.

奧克蘭運動家隊試圖透過電腦生成的分析來選拔球員，以有限的預算組建一支棒球隊，這與棒球類似。

You have to come up with a strategy that is low cost, that's going to allow you to build an affordable, you know, sort of scalable approach that's going to be successful for military terms.

你必須提出一個低成本的策略，讓你能建立一個可負擔、可擴展的方法，這在軍事方面會是成功的。

It's not relying upon traditional military systems, you know, that come in very small quantities that are rather large, very expensive, very exquisite, hard to produce, hard to replace, very manned, going the opposite direction and relying on larger and larger quantities of smaller, lower cost, more autonomous military systems that you can produce very quickly, you can replace very quickly.

這不是依賴傳統的軍事系統，你知道的，那種數量非常少、體積龐大、非常昂貴、難以生產、難以更換、高度有人員參與的系統，而是走向另一個方向，依賴數量越來越多、成本更低、更 autonomous 的軍事系統，這些系統可以快速生產、快速替換。

Anduril, I think, recognized that there was a gap in what some of the big primes were doing and sought to fill that gap.

我認為 Anduril 認識到一些大型承包商在做的事情存在一個缺口，並試圖填補這個缺口。

Thinking differently about defense is something that's hard to do if you've been very successful working in your particular way of thinking about defense.

如果你在思考國防方面非常成功，那麼以不同的方式思考國防是很難做到的。

That's part of why Anduril is so interesting as an alternative mechanism.

這也是為什麼 Anduril 作為一種替代機制如此引人注目。

Since the end of the Cold War, America's defense industry has undergone considerable consolidation.

自冷戰結束以來，美國的國防產業經歷了相當大的整併。

In the 1990s, the US relied on 51 primary contractors.

在1990年代，美國軍隊依賴51家主要承包商。

Today that number is just Lockheed Martin, Boeing, RTX, Corporation, Northrop Grumman and General Dynamics.

如今這個數字只剩下 Lockheed Martin、Boeing、RTX、Corporation、Northrop Grumman 和 General Dynamics。

According to a 2022 DoD report, fewer contractors has stif innovation and undermined price competition.

根據2022年國防部的報告，承包商減少扼殺了創新並削弱了價格競爭。

We live in a world where 80% of weapons procurement goes to just five companies.

我們生活在一個武器採購的80%都流向五家公司的世界。

One of the biggest issues is cost plus contracts, meaning they're paid for time, materials, workforce and then a fixed percentage of profit on top.

最大的問題之一是「成本加成合約」，這意味著他們會支付時間、材料、勞動力，然後再加上固定的利潤百分比。

A lot of vendors are incentivized for the cost portion to be as large as possible as well.

許多供應商會被鼓勵盡可能提高成本部分。

They can often make more money when something takes longer than it was supposed to.

他們經常能在事情比預期花費更長時間時賺到更多錢。

They can often make more money when they sell a solution that's more expensive rather than a solution that's less expensive.

他們經常能在賣出較昂貴的解決方案時賺到更多錢，而不是較便宜的解決方案。

And this wouldn't be a huge problem if there was real competition.

如果有真正的競爭，這就不會是個大問題。

Anduril is carving out an alternative pathway to secure DoD contracts by buying up smaller startups and small to medium sized businesses.

Anduril 透過收購小型新創公司和中小型企業，正在開闢一條獲取國防部合約的替代途徑。

So when Anduril looks at buying companies, we typically want to buy companies that are quite far along building something that is differentiated, that is far ahead of what we have, and, and

所以當 Anduril 考慮收購公司時，我們通常想收購那些在打造差異化產品方面已經走得很遠，遠超我們現有的，而且

it would be difficult for us to catch up with.

And so what it really comes down to is do they have something that will become much more valuable when paired with our core product, which is Lattice AI?

所以最終的關鍵是，他們擁有的東西，在與我們的核心產品 Lattice AI 結合後，會不會變得更有價值？

Can Autonomy make this thing that they're making into a much more powerful product?

自主性 (Autonomy) 能讓他們正在製造的東西變成一個更強大的產品嗎？

And that's been the basis of all of our acquisitions so far.

這也是我們迄今為止所有收購的基礎。

Today, defense contractors produce small numbers of large, expensive, heavily manned, hard to produce weapon systems.

如今，國防承包商生產數量少、價格昂貴、高度有人操作、難以製造的武器系統。

The so called Moneyball military that companies like Anduril are working toward will be made up of large numbers of smaller, lower, lower cost autonomous systems.

像 Anduril 這樣的公司正在努力實現的所謂「Moneyball 軍事」，將由大量較小、較低、較低成本的自主系統組成。

I don't think that Anduril will ever be able to completely replace one of the prime contractors.

我認為 Anduril 永遠無法完全取代其中一家主要承包商。

What they do is very specific and very well honed.

他們做的事情非常具體且精準。

We unfortunately are in a very uncertain world where great power competition is a potential, it's happening right now.

我們不幸身處一個充滿不確定性的世界，大國競爭是真實存在的，而且正在發生。

And that great power conflict is a potential that we all have to deal with.

而這種大國衝突是我們都必須面對的潛在威脅。

And in that kind of world, the prime contractor is going to be necessary to build those huge defense systems.

在那樣的世界裡，主要的承包商將是建造那些龐大國防系統的必要力量。

The large primes are struggling to do things the way Anduril does because they're publicly traded companies with an existing investor class that invested in them to be a certain type of company.

大型主要承包商難以像 Anduril 那樣行事，因為他們是上市公司，有現有的投資者階級，他們投資他們是為了成為某種類型的公司。

At the same time, I hope they do get there.

I think that maybe they're not going to get quite to where Anduril is, but

我認為他們可能無法完全達到 Anduril 的境界，但是

I think that we could get to a future where defense companies are spending more on developing their own products than the government is.

我認為我們或許能迎來一個國防公司在開發自家產品上的投入，會比政府還多的未來。

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帕爾默-盧基能否重塑美國國防工業？| 華爾街日報 (Can Palmer Luckey Reinvent the U.S. Defense Industry? | WSJ)

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